Corient Private Wealth
FLEX icon

Corient Private Wealth’s Flex FLEX Stock Holding History

Corient Private Wealth’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.94M Buy
24,299
+2,682
+12% +$325K 0.01% 1001
2026
Q1 		$1.41M Buy
21,617
+58
+0.3% +$3.71K ﹤0.01% 1451
2025
Q4 		$1.3M Sell
21,559
-8,039
-27% -$497K ﹤0.01% 1373
2025
Q3 		$1.72M Buy
29,598
+3,523
+14% +$187K ﹤0.01% 1140
2025
Q2 		$1.3M Buy
26,075
+11,569
+80% +$451K ﹤0.01% 1238
2025
Q1 		$480K Buy
14,506
+6,194
+75% +$243K ﹤0.01% 1619
2024
Q4 		$319K Buy
8,312
+157
+2% +$5.81K ﹤0.01% 1861
2024
Q3 		$273K Sell
8,155
-1,065
-12% -$32.7K ﹤0.01% 2055
2024
Q2 		$272K Buy
9,220
+680
+8% +$20.4K ﹤0.01% 1967
2024
Q1 		$244K Sell
8,540
-1,167
-12% -$30.6K ﹤0.01% 2002
2023
Q4 		$223K Buy
+9,707
New +$194K ﹤0.01% 2015

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Corient Private Wealth's FLEX Position: Q2 2026 in Review

Corient Private Wealth increased its Flex (FLEX) stake by 12% in Q2 2026, buying an estimated $325K and bringing the position to 24,299 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #1001.

Corient Private Wealth first reported a position in FLEX in Q4 2023 and has held it in 11 quarters since. 1,120 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • Corient Private Wealth held 24,299 shares of Flex worth $3.94M as of Q2 2026.
  • Corient Private Wealth bought 2,682 Flex shares in Q2 2026, an estimated $325K.
  • Flex made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1001 holding.
  • Corient Private Wealth first reported a position in Flex in Q4 2023 and has held it in 11 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Flex as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.